Exit Planning


Exit Planning

If you have thought about leaving your business but don’t know where to begin, you are in good company.  Nearly 50% of successful business owners hope to exit their companies within the next five years.  There are many tools available to help individuals get into business, but, unfortunately, there are few that help them get out. That is where we can help.  

The Seven Step Exit Planning Process™ is a customized comprehensive approach to designing and implementing a business owner’s successful exit from his or her business. Exit Planning uses an owner’s unique personal objectives to convert his or her current reality into the desired outcome. The Exit Planning Process helps maximize the financial return, minimize tax liability, plan for contingencies, and increase the likelihood of a successful transfer of the business.

To achieve a successful exit,  you will need a road map.  Exit Planning is a process that helps owners decide where they want to go as well as how to get there.  Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals.  Success depends upon a disciplined implementation and timetable keyed to an owner’s exit plan.

How We Can Help
To help you create your Exit Plan, we coordinate your advisors and implement your Plan based on your timetable.  As Members of BEI Network of Exit Planning Advisors TM we know how to guide you to your successful exit.  Using a systematic Exit Planning Process developed over the last 25 years, you decide:
When to leave your business
What amount of cash you need when you exit; and
To whom you want to transfer the business.
Our Exit Planning system is a process, not a product.  We aren’t vested in promoting a particular goal.  Instead, we work to identify and to accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire.

How We Work
As trained Exit Planning Advisors: We work as part of an inter-disciplinary Team of Advisors.  We know that a successful exit is the product of trained, experienced professionals who work together to meet your Exit Planning goals. We create owner-centered Exit Plans based on your goals, objectives, and concerns.  Only after listening carefully to your answers on a number of questions do we begin to create your unique Exit Plan.
Our fees are based on the creation and implementation of a written Exit Plan.

BEI Network of Exit Planning Advisors TM
We are member of this Network for three simple reasons:  It provides us with:
Access to updated tools, changing information and state-of-the-art design ideas necessary to design an effective Exit Plan for your specific situation.
Access to other trained Exit Planning Advisors in a variety of disciplines.  We can draw upon their ideas (if necessary) when designing your Exit Plan; and
Ongoing education to keep  us at the cutting edge of Exit Planning

Contact us today to discuss your Exit Planning objectives; 561-209-1101.